Civic Intelligence

Knights Templar Educational Fdn of the Gekt USA - Group Return

990 • Fiscal year 2019 • EIN 23-7040245

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

5909 West Loop South No 495Bellaire, TX 77401-2402

(713) 349-8700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.02x

Higher debt load relative to revenue than 10% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

287%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$11,497,013

Up $1,133,354 (+11%) from 2018

Net Assets

Up

$11,473,949

Up $1,171,171 (+11%) from 2018

Liabilities

Down

$23,064

Down $37,817 (-62%) from 2018

Revenue

Up

$1,138,814

Up $844,381 (+287%) from 2018

Expenses

Down

$389,171

Down $1,708,069 (-81%) from 2018

Net Income

Up

$749,643

Up $2,552,450 (+142%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $9,859,362Liabilities 2010: $26,890Net Assets 2010: $9,832,4722010Assets 2011: $9,189,305Liabilities 2011: $90,646Net Assets 2011: $9,098,6592011Assets 2012: $10,329,716Liabilities 2012: $51,088Net Assets 2012: $10,278,6282012Assets 2013: $11,339,254Liabilities 2013: $28,269Net Assets 2013: $11,310,9852013Assets 2014: $11,418,002Liabilities 2014: $33,126Net Assets 2014: $11,384,8762014Assets 2015: $11,247,098Liabilities 2015: $33,400Net Assets 2015: $11,213,6982015Assets 2016: $11,729,588Liabilities 2016: $59,079Net Assets 2016: $11,670,5092016Assets 2017: $12,479,447Liabilities 2017: $91,069Net Assets 2017: $12,388,3782017Assets 2018: $10,363,659Liabilities 2018: $60,881Net Assets 2018: $10,302,7782018Assets 2019: $11,497,013Liabilities 2019: $23,064Net Assets 2019: $11,473,9492019Assets 2020: $13,458,349Liabilities 2020: $19,163Net Assets 2020: $13,439,1862020Assets 2021: $14,908,848Liabilities 2021: $28,313Net Assets 2021: $14,880,5352021Assets 2022: $13,218,715Liabilities 2022: $27,614Net Assets 2022: $13,191,1012022Assets 2023: $14,040,464Liabilities 2023: $21,536Net Assets 2023: $14,018,9282023Assets 2024: $16,047,364Liabilities 2024: $21,500Net Assets 2024: $16,025,8642024

Highlighted filing

2019

Assets$11,497,013
Liabilities$23,064
Net Assets$11,473,949

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $588,4592010Expenses 2011: $348,4322011Expenses 2012: $318,9232012Revenue 2013: $590,249Expenses 2013: $311,177Net Income 2013: $279,0722013Revenue 2014: $453,085Expenses 2014: $427,514Net Income 2014: $25,5712014Revenue 2015: $319,185Expenses 2015: $328,464Net Income 2015: -$9,2792015Revenue 2016: $459,671Expenses 2016: $388,144Net Income 2016: $71,5272016Revenue 2017: $660,494Expenses 2017: $447,893Net Income 2017: $212,6012017Revenue 2018: $294,433Expenses 2018: $2,097,240Net Income 2018: -$1,802,8072018Revenue 2019: $1,138,814Expenses 2019: $389,171Net Income 2019: $749,6432019Revenue 2020: $1,573,110Expenses 2020: $735,549Net Income 2020: $837,5612020Revenue 2021: $765,882Expenses 2021: $368,617Net Income 2021: $397,2652021Revenue 2022: $200,003Expenses 2022: $528,192Net Income 2022: -$328,1892022Revenue 2023: $688,362Expenses 2023: $463,625Net Income 2023: $224,7372023Revenue 2024: $663,269Expenses 2024: $654,233Net Income 2024: $9,0362024

Highlighted filing

2019

Revenue$1,138,814
Expenses$389,171
Net Income$749,643
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,296,459
Mission and Program Overview

Mission

Awarding scholarships and grants and processing student loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,302,778$11,473,949▲ $1,171,171
Investments in Publicly Traded Securities$8,255,350$9,210,369▲ $955,019
Savings and Temporary Cash Investments$1,794,427$1,968,242▲ $173,815
Investments Program Related$183,067$176,648▼ $6,419
Cash and Non-Interest-Bearing Accounts$130,782$141,754▲ $10,972
Accounts Receivable$33--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,363,659$11,497,013▲ $1,133,354
Liabilities
Other Liabilities$53,484$23,064▼ $30,420
Grants Payable$4,000$0▼ $4,000
Accounts Payable and Accrued Expenses$3,397$0▼ $3,397
Total Liabilities$60,881$23,064▼ $37,817
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,302,778$11,473,949▲ $1,171,171
Total Liabilities and Net Assets / Fund Balance$10,363,659$11,497,013▲ $1,133,354
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald G AndressAl Chairman
Walter Charles BarnhardtAr Chair
Paul HowellAz Chairman
Elmer B CurtisCA Chairman
Howard T Burgess SrChairman
John Zeaphyey Gd CommanderCo Chair
William L MillerCt Chairman
Clyde E GriffinGa Chairman
W Charles SmithsonIa Chairman
George J White JrId Chair
William J FarrisIl Chairman
Allan a Jackson Grand RecoirderKs Chairman
Robert a Goewey IiiMa Chair
Tom HeimillerMd Chairman
Henry R CareyMe Chairman
Michael D Harrington ChairmanMi Chairman
Pamp DouglasMn Chairman
Todd SchultzeMo Chairman
Jiles KgriceMs Chair
David MartinezMt Chairman
Gary W BunnellNe Chairman
John D BarnesNj Chair
Thomas HultinNv Chairman
David LathersNy Chairman
Paul T CurrellOk Chairman
Brian LackeyOr Chairman
Hank StockhoffOr Chairman
Larry HorathPa Chairman
H K Jack AkardTn Committee Chairman
Bret Kevin ConwayTX Chairman
Bundy Md Dr Joel ThomasVa Chairman
T Mark MichelsonWy Chair
Bobby B SimmonsGa Vice Chairman
Doyle R HatfieldGa Trustee
James B PhillipsGa Trustee
James E StevensGa Trustee
Alan HerringtonAl Member
Phillip J ShermanAl Member
Sidney R Cooley SrAl Member
Hiram WilliamsAl Secretary/treasurer
Dick Browing Grand RecorderAr Sec/treas
Paul DoreAz Member
George Weil Grand RecorderAz Secretary
Peter JohnsonAzmember
Philip D HardimanCA Secretary
CHARLES D O'NEILLCt Member
Richard V TravisCt Member
Stuart K DrostCt Member
William Ag MackeyCt Member
Vincent Cowie Grand RecorderCt Secretary
Gerald PeetersDc Division Secretary
JOHN V O'HARADc Member
Weldon J CampbellDc Member
Mark Irwin Division SecretaryDe Secretary
David LauciusDe Treasurer
Mark BradleyGa Secretary
Rusty Hill Grand RecorderIa Secretary
David Grindle Grand RecorderId Secretary
Mark KeagleIl Sec./ Treas.
Wayne H RollfKs Secretary
James Kink Grand RecorderKy Secretary
Allan Bean Grand RecorderLa Secretary
Donald S StevensMa Member
Geoffrey KromerMa Member
Theodore W BitomskiMa Member
Thomas a DawsonMa Member
S Wesley LindseyMa Sec
Bryan Lee RemleyMd Member
Kris Brown Grand RecorderMd Secretary
Brian S Messing Pgc 2012Me Member
Robert C Hazelton Pgc 2010-11Me Member
Robert W Ferguson Hpgc 2015Me Member
Alvin O Mcdonald Pgc 92Me Sec/treas
Loren Winn Grand RecorderMi Sec
Brian DimatteoMn Sec/treas
Russell Hanson Grand RecorderMo Member
Roger Cathel Grand RecorderMt Sec/treas
Dennis Newman Grand RecorderNe Sec/treas
Robert L Sutherland JrNh Treasurer
E Eugene FricksNj Epc
Edward a Hesley JrNj Rehpgc
William E SharpNj Repgc
Dennis L StewartNj Sec
Dion NewhouseNm Sec/treas
Charles SteinerNv Member
James Kelley PgcNv Member
Michel AurnagueNv Member
Ted P Bendure PgcNv Member
Billy J BarbieNv Treasurer
David TaberNy Member
Sir Knight David HardyNy Member
Sir Knight Richard MioriNy Member
Sir Knight Robert N RogersNy Member
Steven Wing Grand RecorderNy Sec/tresa
George Edmiston IiiOh Member
Richard HolcombeOh Member
Robert Thomas StarrOh Member
Richard L WeaverOh Sec./treas.
Alfred JohnsonOh Secretary
Andrew B PalmerOk Member
Eldon W Burns JrOk Member
Robert RolsethOk Member
Timothy P IsraelOk Member
Gary a Davis Grand RecorderOk Sec/treasurer
Perry McgillOr Member
Scott CameronOr Member
William FarrowOr Member
Dalvin HollawayOr Sec/treas
Leslie J LoomisPa Member
Richard B MeredithPa Member
Russell W BakerPa Member
Victor K Crooks IiPa Member
Douglas M RowePa Sec/treas
Gary B Jolley Grand RecorderSc Secretary-treasurer
Buddy Clark Leach IiiTn Committee Member
Luther Alvin Hill JrTn Sec/treas
Bob Wes CampbellTX Member
Buford John Young JrTX Member
Dwight Webster Phillips JrTX Member
Robert Arnold Foreman JrTX Member
Jerry Kirby Grand RecorderTX Sec
Dickerson Iii Dr Taliaferro CrawforVa Member
Haynie Jr Howard PrattVa Member
Lewis Thomas MartinVa Member
Stephenson Iii Major Green Grand ReVa Sec/trea
Bruce Howard Grand RecorderVt Sec
I Merle IversonWa Member
Lyle FarrellWi Sec
Charles F WimerWv Member
Charles R KrafftWv Member
J Robert VanceWv Member
Justin R ThompsonWv Member
Paul O DavisWv Member
F Paul Baker Grand RecorderWv Sec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$836,676
Program Service Revenue
$0
Investment Income
$302,138
Other Revenue
$0
All Other Contributions
$836,676
Change in Net Assets
$749,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,589
Other Expenses$63,582
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$192,500--$192,500
Grants to Domestic Orgs$133,089--$133,089
Fees for Service Investment Mgmnt Fees-$24,341-$24,341
Payments to Affiliates-$22,294-$22,294
Office Expenses$2,865$2,865-$5,730
Occupancy-$1,800-$1,800
Advertising$544$544-$1,088
Insurance-$575-$575
Travel-$321-$321
Fees for Services Accounting-$320-$320
Other Expenses$695$249-$249
Conferences and Meetings-$240-$240
All Other Expenses-$50-$50
Total Functional Expenses$329,693$59,478$0$389,171
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of NevadaReno, NVC10Scholarships$9,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Affiliate$23,064
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The members elect all the officers for the organization.

Form 990, Part VI, Section A, Line 8A

Documentation by governing body explanation: the divisions of arkansas, kansas, kentucky, michigan, minnesota, montana, nebraska, new hampshire, new jersey, new york, north carolina, south carolina, and wisconsin did not document the meetings held or actions undertaken during the year. All other state divisions keep minutes of meetings held by the governing body.

Form 990, Part VI, Section A, Line 8B

Documentation by each committee with authority explanation: the divisions of arkansas, connecticut, illinois, minnesota, nebraska, north carolina, wisconsin and wyoming did not document the meetings held or actions undertaken during the year. All other state divisions keep minutes of meetings held by each committee with authority.

Form 990, Part VI, Section B, Line 11B

Organization's process to review form 990: the form 990 is given to the grand encampment committee for review. The grand recorder approves the form 990 before it is filed.

Form 990, Part VI, Section B, Line 12C

Enforcement of conflicts policy - the organization has a written conflict of interest policy that requires officers and directors to annually disclose an interest that could give rise to conflicts. If an actual or potential conflict of interest occurs, the affected individual must describe the interest promptly and fully to the members of the governing board. Involvement in any affairs in which an individual has a conflict of interest is prohibited. The governing board regularly monitors and enforces compliance with this policy. The following state divisions have a written conflict of interest policy: alabama, idaho, illinois, michigan, vermont and wisconsin. The remaining state divisions do not have a written conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation: the following state divisions make their bylaws, conflict of interest policy, and financial statements available to the public upon request: alabama and wisconsin. The following state divisions make their bylaws and financial statements available to the public upon request: maine, nebraska, new jersey, south carolina, vermont, west virginia, and wyoming. The following state divisions make their financial statements available to the public upon request: arizona, arkansas, california, colorado, connecticut, delaware, district of columbia, georgia, idaho, illinois, iowa, kansas, maryland, massachusetts-rhode island, michigan, minnesota, mississippi, missouri, montana, nevada, new hampshire, new mexico, new york, north carolina, ohio, oklahoma, pennsylvania, tennessee, texas, virginia and washington. The following state divisions do not make their bylaws, conflict of interest policy, and financial statements available to the public: kentucky and oregon.

Filing and Contact Details

Filer

Filer Name
Knights Templar Educational Fdn
EIN
23-7040245
Phone
7133498700
Address
5909 WEST LOOP SOUTH NO 495, BELLAIRE, TX 77401-2402

Signing Officer

Name
Lawrence E Tucker
Title
Grand Recorder
Phone
7133498700
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Tucker
Formed
1934
Voting Board Members
136
Independent Board Members
135
Employees
0
Volunteers
0

Preparer

Firm
Frierson Sola Simonton & Kutac Pllc
Address
801 TRAVIS ST STE 1900, HOUSTON, TX 77002-5730
Preparer
Ray Frierson Cpacfp
Phone
7136519250
Raw XML AppendixShowing 400 of 1,378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.02$16.0$0.66$0.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.02$14.0$0.69$0.46$0.22
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.03$13.2$0.20$0.53$0.33
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.03$14.9$0.77$0.37$0.40
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.02$13.4$1.57$0.74$0.84
2019Detailed filing. Detailed filing data is available for this year.$11.5$0.02$11.5$1.14$0.39$0.75
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.06$10.3$0.29$2.10$1.80
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.09$12.4$0.66$0.45$0.21
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.06$11.7$0.46$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.03$11.2$0.32$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$0.45$0.43$0.03
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.59$0.31$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.05$10.3$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$0.09$9.10$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.03$9.83$0.59